Deepak Vashisht, financial advisor Carmel NY
93 score

Deepak Vashisht

CRD Number: 5519305
Current Firm: Lpl Financial LLC

Deepak Vashisht (CRD# 5519305) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Carmel, NY Jan 2016 - Current < 1
Sterling National Bank Carmel, NY Dec 2015 - Current 1
Wells Fargo Advisors LLC White Plains, NY Nov 2010 - Dec 2015 5
Wells Fargo Bank, N.a. Yorktown Heights, NY Nov 2010 - Dec 2015 5
Wells Fargo Advisors LLC White Plains, NY Aug 2010 - Nov 2010 < 1
Wachovia Bank, N.a. White Plains, NY Jul 2010 - Nov 2010 < 1
Wells Fargo Investment, LLC Sanfrancisco, CA Apr 2008 - Aug 2010 2
Wells Fargo Bank, N.a. White Plains, NY Jul 2006 - Jul 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Deepak Vashisht
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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